LAM

LECAP Asset Management Portfolio holdings

AUM $283M
1-Year Est. Return 4.19%
This Quarter Est. Return
1 Year Est. Return
+4.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$138K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.6M
3
+$4.56M
4
VRSK icon
Verisk Analytics
VRSK
+$4.54M
5
AME icon
Ametek
AME
+$4.18M

Top Sells

1
+$4.87M
2
+$4.8M
3
+$4.68M
4
CSX icon
CSX Corp
CSX
+$4.51M
5
V icon
Visa
V
+$4.46M

Sector Composition

1 Technology 24.97%
2 Industrials 18.22%
3 Healthcare 14.99%
4 Consumer Discretionary 12.98%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.58%
+9,944
52
$2.67M 0.58%
+54,252
53
$2.67M 0.58%
+22,688
54
$2.62M 0.57%
15,613
-3,834
55
$2.62M 0.57%
+12,604
56
$2.6M 0.56%
24,536
-14,878
57
$2.57M 0.55%
+5,075
58
$2.52M 0.54%
15,885
+7,286
59
$2.44M 0.53%
21,195
+9,060
60
$2.41M 0.52%
72,450
+62,758
61
$2.38M 0.51%
46,068
-10,719
62
$2.37M 0.51%
20,829
+4,142
63
$2.36M 0.51%
21,832
-5,614
64
$2.35M 0.51%
99,456
+79,472
65
$2.35M 0.51%
31,640
+10,489
66
$2.34M 0.51%
+11,788
67
$2.34M 0.51%
12,073
-14,026
68
$2.31M 0.5%
2,608
+1,848
69
$2.3M 0.5%
+79,582
70
$2.3M 0.5%
+13,504
71
$2.28M 0.49%
31,707
-713
72
$2.23M 0.48%
+35,652
73
$2.23M 0.48%
+22,606
74
$2.23M 0.48%
54,188
-8,705
75
$2.21M 0.48%
47,308
+6,615
1 2
3
4 5